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Canara Robeco Value Fund vs Axis Value Fund compare
Canara Robeco Value Fund - Regular Plan - Growth Option
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1209 Cr | ₹785 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Sep 2021 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | Nifty 500 Value 50 TRI |
| Turn Over | 39.82% | 15% |
| Expense Ratio | 2.14 | 2.33 |
| Manager | Vishal Mishra | Vinayak Jayanath |
| ISIN Code | INF760K01JZ7 | INF846K013C4 |
| Exits Load | Canara Robeco Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.13% | 5.14% |
| 6 Month | -7.25% | -8.33% |
| 1 Year | 8.01% | 12.3% |
| 3 Year | 17.8% | 19.33% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.36% | -1.97% |
| 1 Year | -4.05% | -5.13% |
| 3 Year | 16.89% | 21.18% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.54% | 28.41% |
| 3 Year | 20.72% | 20.86% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.532% | 14.624% |
| Sharp | 0.888% | 0.892% |
| Beta | 0.879% | 1.009% |
| Alpha | 4.024% | 4.878% |
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Fund Managers
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vishal Mishra | Vinayak Jayanath |
| Total AUM | ₹19446 Cr | ₹0 Cr |
| Funds Managed | 5 | 18 |
| Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.26 | 12.87 |
| Large Cap | 63.36 | 54.32 |
| Small Cap | 24.56 | 22.81 |
| Mid Cap | 6.82 | 10 |
Sector Allocation
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.09 | 12.38 |
| Energy | 7.38 | 4.08 |
| Technology | 8.48 | 11.68 |
| Industrials | 12.16 | 9.27 |
| Financial Services | 29.91 | 22.13 |
| Healthcare | 8.48 | 11.75 |
| Utilities | 4.84 | 3.32 |
| Basic Materials | 4.92 | 3.51 |
| Consumer Defensive | 6.66 | 2.83 |
| Consumer Cyclical | 7.08 | 11.04 |
| Communication Services | 3.75 | 3.35 |
| Real Estate | 2.24 | 4.66 |
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